Customized engagements, driven by your goals.
Unlike large investment houses, which tie financial advice to product purchases, my fee-only structure is designed to treat you fairly. I offer a range of service levels and customize them to meet your needs. You’ll get the experienced financial advisor you want, without the high costs and hidden fees.
After over 30 years in the investment industry, I have learned to separate what’s important to long-term investment success from the noise. We build low-cost, globally diversified portfolios that harness the power of the capital markets to help investors reach their objectives. After an initial assessment, we will draft an investment policy statement to detail our investment recommendations. Then, we will implement the portfolio and provide on-going monitoring, rebalancing and tax management. Plus, we will always be available to answer your questions.
COMPREHENSIVE FINANCIAL PLANNING
You want to get your financial life together. We can help. Our comprehensive financial planning services are designed to assess where you are today, where you want to be, and how best to get there. We’ll identify goals and track your progress on your own web-based financial dashboard. We will check in regularly to help you stay on track. Best of all, we’re always available by email and phone to answer your questions.
FOCUSED FINANCIAL PLANNING
If you’re looking for help with a specific aspect of your financial picture, like choosing investments for your 401K or eliminating debt, a focused financial planning engagement might be right for you. Over 1 to 3 sessions, we’ll investigate options, form a strategy, and develop an easy-to-follow plan.